IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$1.82M
3
+$1.67M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.45M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.31M

Top Sells

1
+$2.18M
2
+$1.69M
3
+$1.09M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$960K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.32%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K ﹤0.01%
52
277
$12K ﹤0.01%
50
278
$12K ﹤0.01%
3,000
279
$12K ﹤0.01%
521
+3
280
$12K ﹤0.01%
+373
281
$12K ﹤0.01%
248
282
$12K ﹤0.01%
+200
283
$12K ﹤0.01%
549
284
$11K ﹤0.01%
76
285
$11K ﹤0.01%
170
+30
286
$11K ﹤0.01%
206
287
$11K ﹤0.01%
75
288
$11K ﹤0.01%
17
289
$11K ﹤0.01%
17
290
$11K ﹤0.01%
+141
291
$11K ﹤0.01%
160
292
$11K ﹤0.01%
+50
293
$11K ﹤0.01%
193
294
$11K ﹤0.01%
280
295
$10K ﹤0.01%
60
296
$10K ﹤0.01%
50
297
$10K ﹤0.01%
260
+5
298
$10K ﹤0.01%
33
299
$10K ﹤0.01%
100
300
$10K ﹤0.01%
112
10 11
12
13 14